Tracy Buisch is a Series 66 licensed financial advisor with Ameriprise, based in Cortland, NY, and has 17 years of industry experience. She has been with Ameriprise since 2008, including time at Kimberly Cawley Ameriprise Financial before transitioning to her current role. Outside of her advisory work, she is involved in independent insurance brokering, specializing in universal and whole life insurance products with West Coast Life Insurance Company. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team and an investment approach influenced by affiliated product offerings and economic relationships.

Alfred Saracene is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he owns Strategic Concepts Group, LLC, a holding company for a financial planning practice, and is involved in leadership and management through Strategic Concepts Group. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Buisch is a financial advisor at Ameriprise with three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Moes Southwest Grill for three years. He holds a Series 66 designation and is based in Watkins Glen, NY. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.